Risk Management and Assessment for Business

ANIG WM’s research and platform services are set to promote transparency, efficiency and diversification to advisers and investors at a controlled cost.

The integrated nature of this part of our services is cut to fit our advisers’ businesses and clients’ portfolio management. The ANIG WM’s choice of technology program ensures our elected platforms are compatible with superannuation, insurance, managed accounts and SMSFs.

ANIG WM research & nominated platform menus provide a spread of options to advisers and clients with access to an extensive list of managed funds, professionally managed model portfolios, experienced investment managers, a variety of term deposits both domestic and international, shares (ASX and international listed securities) and EFTs across 23 global exchanges including the ASX.

Access to:

Adviser Choice Cash Management Accounts (CMA)

80 Plus Investment Managers (including in-house investment managers- ASFIN Group)

1000 Plus Managed Funds

350 Plus Professionally Managed Portfolio

Over 20,000 Shares and ETFs across 23 global exchanges including the ASX.

Personalised Managed Accounts 

24/7 digital access and regular reporting of investment holdings, performance, tax positions, and corporate actions.

Our investment managers and adviser utilise a combination of the below investment, super, insurance, and research platforms when structuring and managing our clients’ superannuation savings, SMSFs and other investments.

24HUB
praemium software
Netwealth software
New Quantum
Wealth-O2
BT Panorama Platform

 

Macquarie CMA

We provide insurance product advice including but not limited to the below insurance products under our Approved Product List (APL). 

Life insurance
TAL Insurance
One Path
Superannuation
ING
AIA Software
Zurich Insurance
Insurance Advice

CRM Service

Advice Software

Integrated Platform Service

Live Data Feed

Adviser Dashboard

Interest Based Securities 

iress xplan
Adviser logic
Financial Planning
Desktop Broker - Equities
Challenger Annuities
Financial Planning
Smarter Money Investments
La Trobe Financial